Vertical Industry Expertise

We speak your language and hit the ground running. Faster and better.

Financial Services

Institutional Asset

Mutual Fund Wholesaling

Private Banking &
Wealth Management

Commercial Banking

Credit Unions


Real Estate & Home Building

Industry-wide SMBs

Consulting Partners Who Speak Your Language

It matters that your partners know your industry. It matters that your software solution specifically addresses your vertical. At Tokara Solutions, we offer expertise in several key industry verticals, including financial services, home building and real estate, manufacturing, and industry-wide small and mid-sized businesses. Our industry-specific solutions are built on on decades of collective vertical and micro-vertical experience and can be implemented faster and at a lower cost.

Industries We Specialize In

The Tokara team has deep industry expertise:

Financial Services

From retail banking and wealth management to insurance services and mutual funds, Tokara Solutions’ deep financial services experience and seasoned team of consultants enable clients to provide exceptional personalized service, manage complex networks of brokers, and meet the regulatory requirements of their industry. Details on Financial Services.

Home Building & Real Estate

Deliver a quality home buying and ownership experience, reduce costly project changes, and create customers for life with our customer care solution. Detail on Home Building and Real Estate.


Harness customer feedback for innovation and get products to market faster with tools designed for today’s manufacturers. Details on Manufacturing.

Small to Mid-Sized Businesses

Get a complete view of your customers across sales, marketing, and customer service so that all groups can collaborate to win new business, build customer loyalty, and capitalize on opportunities. Details on industry-wide Small to Medium-Sized Businesses..

Financial Services Specializations

Institutional Asset Management

Institutional Asset Management/Wholesale Asset Management (Mutual Fund Wholesaling) | Allows asset managers to identify top sources of profitability, and navigate complex networks of brokers and influencers to make more strategic business decisions. Details on Institutional Asset Management.

Capital Markets

Capital Markets | Manage deals more smoothly as an investment banker while enabling sales, trading, and research to reach clients faster with more relevant information. Manage information flow between deal teams, trading desks, research analysts, and institutional sales reps to provide timely client service and better compliance with stringent SEC and NASD requirements. Track historical activities associated with specific deals and clients. Reduce administrative overhead allowing teams to focus on driving profitable business. Details on Capital Markets.

Private Banking

Private Banking/Wealth Management | Deliver exceptional personalized service to high-net-worth clients and monitor cost-versus-value as well as sophisticated household and account influence dynamics. Increase customer share-of-wallet. Understand customers’ financial goals. Improve advisor productivity. Deliver world-class customer service. Improve effectiveness of marketing. Details on Private Banking.

Commercial Banking

Commercial Banking | Gain greater insight into clients’ business pains to identify new opportunities and better meet client needs. Facilitate cross-selling and collaborating between different lines of business or reporting lines. Details on Commercial Banking.

Insurance Services

Insurance Services | Streamline sales processes to take customers from inquiry to policy and increase renewals. Give sales representatives, brokers, and agents a 360-degree customer view and insight into customer needs. Capture cross-sell opportunities and create customers for life.